Clarus Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-195
| Closed | -$16K | – | 548 |
|
|
2019
Q2 | $16K | Buy |
195
+1
| +0.5% | +$82 | 0.01% | 394 |
|
|
2019
Q1 | $15K | Sell |
194
-2,604
| -93% | -$201K | 0.01% | 467 |
|
|
2018
Q4 | $194K | Buy |
2,798
+21
| +0.8% | +$1.46K | 0.31% | 84 |
|
|
2018
Q3 | $185K | Buy |
2,777
+46
| +2% | +$3.06K | 0.12% | 142 |
|
|
2018
Q2 | $171K | Buy |
+2,731
| New | +$171K | 0.13% | 134 |
|